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Clearview Wealth Advisors’s Ross Stores ROST Stock Holding History

Clearview Wealth Advisors’s Portfolio ROST Stock Details ROST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-215
Closed -$24.1K – 516
2023
Q2 		$24.1K Hold
215
– – 0.02% 257
2023
Q1 		$22.8K Hold
215
– – 0.02% 260
2022
Q4 		$25K Hold
215
– – 0.02% 221
2022
Q3 		$18K Hold
215
– – 0.01% 268
2022
Q2 		$15K Buy
215
+200
+1,333% +$17.8K 0.01% 312
2022
Q1 		$1K Sell
15
-292
-95% -$27.8K ﹤0.01% 575
2021
Q4 		$35K Hold
307
– – 0.02% 264
2021
Q3 		$33K Buy
307
+100
+48% +$12K 0.02% 279
2021
Q2 		$26K Hold
207
– – 0.02% 311
2021
Q1 		$25K Hold
207
– – 0.02% 310
2020
Q4 		$25K Buy
+207
New +$21.7K 0.02% 278

Other funds holding ROST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Clearview Wealth Advisors's ROST Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Ross Stores (ROST) in Q3 2023, closing a stake of 215 shares — an estimated $24.1K sold.

Clearview Wealth Advisors first reported a position in ROST in Q4 2020 and held it in 11 quarters. The position peaked at $35K in Q4 2021. 899 funds tracked by Wall St. Rank hold ROST as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Ross Stores position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 215 Ross Stores shares in Q3 2023, an estimated $24.1K.
  • Clearview Wealth Advisors first reported a position in Ross Stores in Q4 2020 and held it in 11 quarters.
  • Clearview Wealth Advisors's Ross Stores position peaked at $35K in Q4 2021.
  • 899 funds tracked by Wall St. Rank held Ross Stores as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.